【国元期货：关注OPEC+增产计价与后期美国石油减产】金十期货5月13日讯，OPEC+目前正在国际原油市场低价状态下逐步推行增产以抢夺市场份额，5月3日的OPEC+会议后，成员国同意6月继续加速增产41.1万桶/日，并且相关消息表明OPEC+可能在7月再次加速增产41.1万桶/日。OPEC+6月的新增产计划几乎抵消了6月份7国外偿性减产的量。会议召开后，国际原油市场大幅跳空下挫，基本上已经在短时间内计价了OPEC+在6月份的增产。问题在于，在OPEC+恢复性增产的同时，美国原油产量的增长却是止步不前的，此外，美国的出行需求即将进入高峰期，将对汽油和航空煤油的需求形成一定支撑，对原油也是一定的利好。最近国际宏观上存在利好，原油反弹幅度较大，但盘面上已经出现了明显的压制，后期有可能继续反馈OPEC+的增产直至前低附近，再体现美国石油的减产以及需求的增长。
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